SFL
SFL Corporation Ltd.7.64
-0.20-2.55%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Suezmax spot trumps prior charters
Q&A revealed Suezmax tankers crushing it in spot market, where two vessels now generate more net cash than the prior four under charter, fueled by 20% rate surge since December and VLCC owners withholding supply for leverage. Management prefers long-term re-charters but relishes the upside, expecting firm conditions from segment correlations. Hercules rig draws optimism from Transocean-Valaris merger and new harsh-environment deals, despite lingering idleness. Dividend stays board-tied to sustainable flows; dry bulk not non-core, no growth favorites named. Two Suezmaxes now out-earn the old four. Tone upbeat on tankers; watch rig restart and spot volatility.
Key Stats
Market Cap
1.10BP/E (TTM)
-Basic EPS (TTM)
-0.01Dividend Yield
0.12%BWLP
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CMRE
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ECO
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GSL
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HAFN
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SBLK
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SHIP
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SMHI
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TORO
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ZIM
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20.02-0.38